Institutional Ownership American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP). We have compiled data on the 3,181 institutions that hold shares in the stock, with a total of 585 Million shares, which have been reported (via 13F filing form) to have a value of $200 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
15,950
shares
|
$5.44 Million
1.5% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
15,856
shares
|
$5.41 Million
0.48% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
15,794
shares
|
$5.39 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
15,702
shares
|
$5.36 Million
0.29% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
15,672
shares
|
$5.35 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
15,659
shares
|
$5.34 Million
0.2% of portfolio
|
Q4 2025
Reduced 3.6%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
15,618
shares
|
$5.33 Million
0.09% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
15,600
shares
|
$5.32 Million
0.1% of portfolio
|
Q3 2025
Added 31.09%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
15,538
shares
|
$5.3 Million
1.04% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
15,531
shares
|
$5.3 Million
0.19% of portfolio
|
Q4 2025
Added 5.78%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
15,437
shares
|
$5.27 Million
0.24% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
15,275
shares
|
$5.21 Million
0.24% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
15,268
shares
|
$5.21 Million
0.59% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
15,268
shares
|
$5.21 Million
0.04% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
15,216
shares
|
$5.19 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
15,175
shares
|
$5.18 Million
1.12% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
Nov 14, 2025 Q3 2025 |
15,160
shares
|
$5.17 Million
1.17% of portfolio
|
Q3 2025
Reduced 17.27%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
15,109
shares
|
$5.16 Million
0.11% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
15,094
shares
|
$5.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,043
shares
|
$5.13 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,034
shares
|
$5.13 Million
1.14% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Oct 28, 2025 Q3 2025 |
15,017
shares
|
$5.12 Million
3.07% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
15,017
shares
|
$5.12 Million
0.19% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,952
shares
|
$5.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.88%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
14,909
shares
|
$5.09 Million
0.38% of portfolio
|
Q3 2025
Added 6.53%
|
|